Latest Institutional Transactions on Walmart Inc. (WMT)
This table provides information on the latest institutional transactions involving Walmart Inc. (WMT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
2.9K+ 200.0% |
$170K - $510K
|
4.35K
$448K
|
|
|
Apr 15, 2024
Q1 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
3.13K+ 182.27% |
$183K - $550K
|
4.84K
$498K
|
|
|
Apr 12, 2024
Q1 2024
|
Steph & CO
|
BUY
|
- |
210+ 200.0% |
$12.3K - $36.9K
|
315
$32.4K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
857+ 779.09% |
$50.2K - $151K
|
967
$99.5K
|
|
|
Apr 12, 2024
Q1 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
3.03K+ 181.17% |
$178K - $533K
|
4.7K
$484K
|
|
|
Apr 11, 2024
Q1 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
111+ 201.82% |
$6.51K - $19.5K
|
166
$17.1K
|
|
|
Apr 11, 2024
Q1 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
14.6KNew |
$856K - $2.57M
|
14.6K
$1.5M
|
|
|
Apr 11, 2024
Q1 2024
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
8.4KNew |
$492K - $1.48M
|
8.4K
$865K
|
|
|
Apr 11, 2024
Q1 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
40.6KNew |
$2.38M - $7.13M
|
40.6K
$4.17M
|
|
|
Apr 10, 2024
Q1 2024
|
Tl Private Wealth
|
BUY
|
- |
3.61KNew |
$211K - $634K
|
3.61K
$371K
|
|
|
Apr 10, 2024
Q1 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
364+ 200.0% |
$21.3K - $64K
|
546
$56.2K
|
|
|
Apr 10, 2024
Q1 2024
|
Parkside Advisors LLC
|
BUY
|
- |
2.79K+ 201.44% |
$164K - $491K
|
4.18K
$430K
|
|
|
Apr 08, 2024
Q1 2024
|
Bath Savings Trust CO
|
BUY
|
- |
5.78K+ 202.63% |
$339K - $1.02M
|
8.64K
$889K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
BUY
|
- |
8.89K+ 192.53% |
$521K - $1.56M
|
13.5K
$1.39M
|
|
|
Apr 04, 2024
Q1 2024
|
Northside Capital Management, LLC
|
BUY
|
- |
4.37K+ 200.0% |
$256K - $769K
|
6.56K
$675K
|
|
| Q4 2023 | |||||||
|
Jan 08, 2025
Q4 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
600New |
$90.5K - $102K
|
600
$61.8K
|
|
|
Jul 09, 2024
Q4 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-1.25KClosed |
$189K - $213K
|
0
$0
|
|
|
May 08, 2024
Q4 2023
|
M&G Investments (Usa) Inc.
Chicago, IL |
BUY
|
- |
19.4KNew |
$2.92M - $3.29M
|
19.4K
$2M
|
|
|
Apr 22, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
3.96KNew |
$597K - $671K
|
3.96K
$407K
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-346- 18.08% |
$52.2K - $58.7K
|
1.57K
$161K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
4.73KNew |
$714K - $804K
|
4.73K
$487K
|
|
|
Mar 05, 2024
Q4 2023
|
Stonebridge Capital Management Inc
Los Angeles, CA |
BUY
|
- |
5K+ 200.0% |
$754K - $849K
|
7.5K
$772K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
27+ 2700.0% |
$4.07K - $4.58K
|
28
$2.88K
|
|
|
Feb 22, 2024
Q4 2023
|
Peterson Wealth Management
|
BUY
|
CALL |
500New |
$75.4K - $84.9K
|
500
$51.5K
|
|
|
Feb 16, 2024
Q4 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
CALL |
12.2KNew |
$1.84M - $2.07M
|
12.2K
$1.26M
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
1.22KNew |
$184K - $207K
|
1.22K
$126K
|
|
|
Feb 14, 2024
Q4 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-72.6K- 31.99% |
$11M - $12.3M
|
154K
$15.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-6.48K- 60.91% |
$978K - $1.1M
|
4.16K
$428K
|
|
|
Feb 14, 2024
Q4 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
27+ 6.78% |
$4.07K - $4.58K
|
425
$43.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
231K+ 3.03% |
$34.8M - $39.2M
|
7.84M
$806M
|
|
|
Feb 14, 2024
Q4 2023
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
91.9KNew |
$13.9M - $15.6M
|
91.9K
$9.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
139+ 0.47% |
$21K - $23.6K
|
30K
$3.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Candlestick Capital Management LP
Greenwich, CT |
BUY
|
CALL |
500KNew |
$75.4M - $84.9M
|
500K
$51.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
9.3KNew |
$1.4M - $1.58M
|
9.3K
$957K
|
|
|
Feb 14, 2024
Q4 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
15.1KNew |
$2.28M - $2.57M
|
15.1K
$1.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
PUT |
53.8K+ 927.59% |
$8.12M - $9.13M
|
59.6K
$6.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
35+ 47.3% |
$5.28K - $5.94K
|
109
$11.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
115New |
$17.3K - $19.5K
|
115
$11.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
36.4KNew |
$5.49M - $6.18M
|
36.4K
$3.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
1.6KNew |
$241K - $272K
|
1.6K
$165K
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
70+ 1.0% |
$10.6K - $11.9K
|
7.06K
$726K
|
|
|
Feb 13, 2024
Q4 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-325- 0.69% |
$49K - $55.2K
|
46.7K
$4.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
10KNew |
$1.51M - $1.7M
|
10K
$1.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
34.2K+ 59.59% |
$5.15M - $5.8M
|
91.5K
$9.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
1.52KNew |
$229K - $258K
|
1.52K
$156K
|
|
|
Feb 13, 2024
Q4 2023
|
Ally Financial Inc.
Detroit, MI |
BUY
|
- |
5.5KNew |
$830K - $934K
|
5.5K
$566K
|
|
|
Feb 13, 2024
Q4 2023
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
17.2K+ 48.6% |
$2.6M - $2.93M
|
52.7K
$5.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Scholtz & Company, LLC
Stamford, CT |
BUY
|
- |
2.1KNew |
$317K - $357K
|
2.1K
$216K
|
|
|
Feb 13, 2024
Q4 2023
|
Kettle Hill Capital Management, LLC
New York, NY |
BUY
|
- |
27.9KNew |
$4.2M - $4.73M
|
27.9K
$2.87M
|
|
|
Feb 12, 2024
Q4 2023
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
1.88KNew |
$283K - $319K
|
1.88K
$193K
|
|